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Invite your team
A project is better with the team in it. Here's how to bring people in with the right access from the start.
Steps
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Decide the role first. Before inviting, think about what each person should be able to do — full contributor (Member), look-only (Viewer), management (Manager/Admin), or finance-only (Billing). The company roles page lays out exactly what each can do.
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Invite by email. Send an invitation to each person's email address and choose their role at the same time. They'll get a secure link to accept and join. (See Invitations & join requests.)
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Or approve a request. If someone asks to join your company instead, an admin approves the request and they come in as a member.
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Give workspace access. Members, viewers, and guests only see the workspaces they're added to — so add each person to the workspaces (and projects) they need, and nothing more. Owners, admins, and managers see everything automatically.
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Check it from their side. Remember that access is enforced everywhere, including the Associate — a viewer's AI can read and answer but never change things. Least privilege keeps everyone in their lane.
Start narrow, widen later
When in doubt, give less access — it's quick to add someone to another workspace or raise their role, and much safer than over-granting and clawing it back.
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Last updated: 2026-05-31